Christopher Schmidt: Phantom AI Buildout & Phosphate

In part 1 of this special episode, we bring together 30 top fund managers to share their boldest predictions for 2026 in the commodities sector.

Each guest answers the same four rapid-fire questions:

• Their highest conviction call

• Most non-consensus view

• Best performing commodity

• Worst performing commodity

From gold and copper to uranium, nickel, and beyond, you’ll hear a diverse range of expert opinions, market insights, and actionable ideas. The conversation covers global trends, geopolitical shifts, company spotlights, and the macro forces shaping the future of resources investing.

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CHRISTMAS DRINKS

5PM Tuesday 16th December at Brewdog Perth. RSVP here: ⁠https://calendarlink.com/event/9FJi5⁠

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TIMESTAMPS  

00:00:00) Intro

(00:01:14) Rick Squire | Acorn Capital

(00:05:37) Ben Richards | Seneca Financial

(00:12:13) Warren Gilman | Queens Road Capital

(00:19:52) Kingsley Jones | Jevons Global

(00:27:03) Henry Ruehl | Sierra Morena Capital

(00:34:50) Hedley Widdup | Lion Selection Group

(00:40:12) Russell Delroy | Nero Resource Fund

(00:53:09) John Forwood | Lowell Resources Fund

(00:58:22) Chris Berry | House Mountain

(01:02:56) Anthony Kavanagh | Chester Asset Management

(01:09:17) Sam Berridge | Perennial Natural Resources Trust

(01:15:09) Samuel Pelaez | Olive Resource Capital

(01:18:30) Christopher Schmidt | Incomet Capital

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PARTNERS

Thank you to the mining services businesses that make this content possible:

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FOLLOW & CONNECT

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DISCLAIMER

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